How We Work
The first thing to consider is that the initial consultation is at our expense. We value long term successful relationships above short term gain, and never expect opportunities until we have first created value for you.
We offer our clients three Service Level Options which are detailed below.
Utopia Group’s Client Service Programmes
Each level of service provides a choice of service and review options at a cost which is affordable to you. Should you wish to discuss these services in more detail, please kindly contact us to arrange your complimentary meeting. Alternatively you could choose to opt for our Fixed Fee or Transactional options, please ask for details.
As Independent Financial Planners we are free to advise on financial products available from all product providers. We use up-to-date technology to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.
We will help you to review your current financial situation and agree with you your goals and aspirations. The initial consultation meeting is always at our expense and we will never undertake any chargeable work without first agreeing our fees with you.
Once we have established your current situation we will carry out an audit of any existing contracts that you hold. We will then put together a plan for your short, medium and long-term goals and objectives. We will then agree a review programme with you depending upon which Client Service Programme you choose.
You’ll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects.
In almost all cases we are able to make arrangements which clients would be unable to make for themselves. And of course it will all be sensibly balanced in relation to your current income and your prospects and objectives.